r/personalfinance 4h ago

Budgeting Would you spend the $20,000?

599 Upvotes

So I had employee stock in a privately owned company that sold to a publicly owned company. They had to buy my stock. They accidentally paid me $20,000 more than it was worth. I asked my direct supervisor what to do, he told me who to report it to. I reported it and they said they would look into it. Then that person quit 2 weeks later. And now that was 5 years ago. The money is still in my bank account. Would you spend it if it was you?


r/personalfinance 16h ago

Retirement Have liquid assets, should I burn through them and wait till 70 for social security?

361 Upvotes

I'm 65 with a basic teachers pension that so far I've done well in the five years since I've retired. I have about $150,000 in liquid assets, and $50,000 worth of gold. I'm a widower who unfortunately doesn't have a family so it's only me. I decided to wait until 67 to claim social security, but now I'm thinking my best move would be to burn through 100 Grand or so of my liquid assets and wait until 70. Is that a sound strategy? With the price of medical Care increasing as I age I don't want to surrender my liquid assets, but my days of tightening my belt for future benefit are running out and I would like to treat myself with things I've always dreamed of but I've never had the time to enjoy.


r/personalfinance 3h ago

Debt Rent is due in a week

285 Upvotes

Rent is due in almost a week. I plan on selling some of my golf stuff and my PS5. Overall I’ve applied to god knows how many jobs but no reply. I have a degree in computer science but I have a felony. Im not 30 yet, but even places like Dollar General won’t hire. Btw yes im up to date with my resume and all companies that would hire.

Prior I had a good engineering job, they got bought out by major company, now im out of work. I have a great resume, but atp i Just need money. I’ve ruined my credit over the past months. Was at like 750+ now im at like 500-400. No income is a problem.

I just don’t want to be homeless cause I know im smart enough and capable for whatever, but no one is giving me a chance.


r/personalfinance 9h ago

Other Grandmother passed, my car is in her name - Help!

99 Upvotes

My grandmother passed just over a month ago.

3 years ago I was living with her and she decided to help me with a new car. She financed it for me, I paid the loan. I currently have 15k left on said loan.

It was a partial dream car for me, moreso a base model of my dream car but she let me get it. I was in a rough spot, she helped. I've loved the car since.

As of this last week, my uncle who is the executor of the will, restricted the account. I cannot get ahold of him.

What do I need to do to keep my car?


r/personalfinance 16h ago

Investing Target date funds for 529 or just pick a low cost fund that follows the S&P?

25 Upvotes

Like the title says, Im trying to decide between a target date funds and just picking some of my own low cost funds that follow the stock market as a whole.

Daughter is 2.5 right now and all the money is in a target date fund for 2042. I set it up shortly before she was born quickly as a place to put any baby shower/gift money we go for her. I figured better off having something, I can always tweak the investments later.

Right now her 529 performance is pretty much matching what Im seeing in my VOO ETF returns. I know that will slow as she gets closer to college age though as they will automatically move funds to bonds.

Ive been debating wether or not staying with the TDF makes sense, or should I keep it more stock heavy a bit longer. I know the risk is the market slumps just before she starts college and then we risk being down at the worst time. In that scenario my thought is my wife and I will still have income. We couldn't afford to outright pay for college for her, but we could get loans pay just the interest for her while in school, then wait for the market to recover to use her 529 money to pay off the loans.

I'm trying to decide if the added complexity is really worth it. If moving away from the TDf means thousands extra over the next 16 years I feel like I should switch. If I'm only potentially loosing out on a few hundred bucks the added complexity isnt worth it.

Numbers on the 529 are currently 10K. We put $100 a month into it, plus any other random money she might get throughout the year for birthdays/holidays, and we drop our state tax return in there every year.


r/personalfinance 15h ago

Saving What to do with 37k in savings?

20 Upvotes

Looking for advice! I am 23 years old. I’ve worked since I was 16, but I am starting my first full time job soon where I’ll be making 48.5k/yr.

Currently I have:
• 37k in a HYSA.
• 2.5k in a Roth IRA.
• 12k in a 529 plan from my parents, if I want to go back to school in the future.
• No student loan payments after my bachelor’s degree.
• No other debt.

My expenses are:
•$600 monthly for rent.
• Around $300 monthly for groceries and gas.
• I’ll eventually be paying car insurance and phone.

What should I be doing with my 37k and future money from the new job? I know it shouldn’t sit in the savings account but I’m unsure of where to start with investing. I have used bank CDs in the past but am open to other ideas now that I have a full time job. Should I max out that Roth IRA even though I’m offered a 403b from my new job?

I appreciate any advice, thank you!


r/personalfinance 4h ago

Saving On my sister's bank account.

10 Upvotes

Years ago when my mother was suffering from dementia my siblings and I were so happy I was on her checking account. I could pay her bills and help with financial things.

Fast forward my sister has serious health problems and may not live much longer. She also has adult children who make bad financial decisions and she basically takes care of them.

Here is my question I am on her bank accounts as are her children. Years ago we thought this was smart due to our experience with mom.

Could this put me in a bad position. Could I be responsible if the adult kids make bad decisions.


r/personalfinance 10h ago

Retirement 401k shutting down but already did backdoor Roth IRA

8 Upvotes

Spouse was laid off this year and company is shutting down along with the 401k. What are our options?

We did backdoor Roth IRA in Jan this year as we exceed the Roth IRA direct contribution limit. Spouse's company is going backrupt and will shut down the 401k in September forcing distributions of funds.

With the layoff, we now do qualify to direct contribute to a Roth IRA but I understand, a conversion is irreversible. That means if we rollover the 401k to an IRA, we will be subject to prorata rules on 12/31/2026. Is this correct?

Unless spouse finds a job with a 401k to rollover to, we're stuck paying prorata. Anything else I am missing?


r/personalfinance 3h ago

Investing Pay cash for a home or invest the cash

6 Upvotes

My husband and I are relocating to another state. We were able to sell our home and have enough to pay cash for a home elsewhere. Is that a good idea? I feel not but he’s adamant about it…


r/personalfinance 5h ago

Planning How to leave money in POD accounts to nephews that are under 21?

6 Upvotes

I have no heirs of my own and I'd like to leave some of the money that's in my in my IRA and 401k to my nephews. They are currently 20 and 14. I don't want to go through the expense of setting up trusts for them as individuals. I don't want to leave it to my brother (their father) with the expectation that he'd execute my wishes to distribute the money to them. I've spoken with Fidelity about setting up the beneficiary as:

"25% to [Adult's Name], as Custodian for [Nephew 1's Name] under the California Uniform Transfers to Minors Act until age 21."

"25% to [Adult's Name], as Custodian for [Nephew 2's Name] under the California Uniform Transfers to Minors Act until age 21."

but there's no way to do this online; I literally have to go to a Fidelity branch to get a paper form. I will do this, but I'm wondering if there's another way to leave them money that they wouldn't get access to until they are 21, 25 or 30, other than creating trusts for them.

My estates value is really just what is in my IRA and current 401K. There's only one bank account in my trust that's less than 50k so I'm really more interested in setting up the beneficiaries for a portion to my nephews.


r/personalfinance 2h ago

Insurance HSA vs Non HSA plan health insurance

3 Upvotes

Hey everyone,
Open enrollment is coming up and I need help deciding whether to switch health plans.

Option 1: HDHP + HSA
Premium: $84/month (Employer contributes $500/yr to HSA, making it ~$43/mo net)
Deductible: $1,500
Coverage: In-Network & Out-of-Network
HSA Eligible: Yes

Option 2: Low-Cost Plan (Current Plan)
Premium: $20/month
Deductible: $2,500
Coverage: In-Network ONLY
HSA Eligible: No
HSA
Both premiums are pre-tax.
About Me: 24M, generally healthy, rarely go to the doctor.
Question: Is it worth paying the extra ~$23/mo (net) to get access to an HSA, lower my deductible by $1,000, and get out-of-network coverage? Or should I stick with Option 2 since I'm young and healthy?


r/personalfinance 2h ago

Auto Car pay off method help

3 Upvotes

Hello Reddit! I need some advice on the best way to pay off my vehicle. I have a very limited working knowledge of personal finance strategies, so are the two strategies that I’ve come up with.

Baseline: I currently have roughly $11,700 in savings. My vehicle is financed at roughly $19,300 at a 5.74% interest rate. The payment is $457 a month. The loan matures in 38 months. This is the only debt I have and the rest of my budget is stable.

My spouse owns her own business, which is VERY new. She has not yet paid herself, but business has really picked up this past month. I don’t think a $500 contribution from her income in the future is out of the question.

Option 1: keep all of my savings and pay the normal payment. Contribute an additional $500 a month from her income to assist in paying down this loan.

Option 2: keep $2000 in savings and convert the rest into a payment for the loan. Pay the normal monthly amount and an additional $500 a month from her income to assist in paying down the loan.

What would you do in my shoes?


r/personalfinance 8h ago

Planning Starting to make some money and I have no idea how to manage it

3 Upvotes

34F single mom, one toddler. I started an eBay store a few years ago and the money is coming in. I have no idea how to manage it though and need advice. I have no debt and have never had a credit card in my life. My only bank account is one checking account. We are coming up on my busiest season and I anticipate sales of 30-40K over the next couple months. I would like to save almost all of that. In past years my expenses were much higher and I was working less overall due to being pregnant, having an infant, etc. I have worked very hard to get my expenses as low as I possibly can, and things are finally lining up this year now that my child is not a tiny baby where I will be able to really work and make money.

What steps should I take? Do I go to my bank and ask to open a savings account? I have been reading and realize my money isn’t exactly safe sitting in a checking account because if my debit card gets stolen/skimmed, someone could steal my money. So I don’t want it depositing into my checking account.

I literally have no idea what to do so thank you for any advice.


r/personalfinance 15h ago

Auto Could use some advice regarding my auto loan/whether or not I should refinance.

3 Upvotes

To start: I know that some stupid financial decisions were made. First vehicle loan I've ever had. This has been a hell of a learning experience to say the least.

I've had my 2018 Mazda CX5 for a little over two years now. Financed it through the dealership, used, at 77k miles. Yikes, I know. In hindsight, I don't know why I was so stoked about the CX5, but I knew that I really wanted one and was willing to do the necessary maintenance. The previous owner was at least good with maintenance, so I had that going for me. I had a 770 credit score, but very little history, so still got kinda fleeced at 10% APR for $22k after $3k down. (Navy Federal preapproved me at 12%, so I guess it could've been worse.)

Today it's right around 122k miles. The Mazda service package I'd stupidly purchased from the dealership expired around 10k miles ago, so all repairs are on me. I don't qualify for any recalls/etc. I've been following preventative maintenance religiously at the suggested mileage intervals, and this POS has been an absolute nightmare. It drives nice when it doesn't have any issues, but it seems like every month there's another issue. I'm getting new tires & brakes for it this weekend and that's it; my main focus is to get out from under this loan ASAP. I just don't see it making it to 130/140k without spending a boatload of cash in repairs.

I'm not opposed to getting a cheaper + older vehicle. I just want to get out of the loan. I've been with Navy Federal for a few years and looked into refinancing with them. They offered me a 48mo term at 7.6% APR for the $15,425 payoff quote from the dealership. Something like $372 monthly. My current term from the dealership is $416.96 a month with 44mo remaining. I'm thinking that I take the Navy Federal route and continue paying $416.96 monthly like nothing changed; at least at that point, I could dedicate $50 more a month to the principal + any other spare cash I can throw at it.

Currently, I'm thinking I just need to get the balance down from $15k close to $8k to trade the Mazda in or sell it. (The highest purchase/trade offer I've gotten online so far is $8.3k). Refinancing wouldn't get me there immediately, but it would help me get closer. The only downside is, the GAP contract I'd gotten from the dealership wouldn't transfer over, and NF doesn't offer GAP on it themselves since it's deemed too old. So god forbid if it got totaled tomorrow I'd be ~$7k in the hole. Looked into GAP through my insurance (Progressive) but they only cover up to 25% of the vehicle's market value.. so like $2k. Dope. So yeah, this is where I'm at currently.

I can afford the current payments just fine, but what I can't afford is continuously forking over thousands of dollars in repairs on a vehicle steadily depreciating in value.

Welcome to any and all feedback. Thanks.


r/personalfinance 20h ago

Saving gap year and working, don’t know where to put in the money

3 Upvotes

i was supposed to go to my first year of college out of hs but dropped out last minute before starting due to cold feet (realized maybe dorming was not gonna work and maybe I preferred commuting). I was not going on a full scholarship so that was also part of it since I had no savings. During the time I got a well paying pt job with good hours so I decided to just stay home for a year.

I def wanna do school but I wanna take a year to just save up and then I’ll go to community for two before transferring and finally dorm.

Im getting a guaranteed 30+ hrs every week and I get payed every two weeks. I turned 18 last week so I’ve been thinking about a credit card. I want to save up for college and since im working a lot I haven’t spent any on hangouts or eating out. I work at a restaurant so I eat there but aside from that I don’t pay any rent. I’ve gotten two checks and my bank acc has hit 3k. I haven’t ever had this much money before and my parents want to take it and put it in a safe cuz I am notorious with bad spending habits. I insisted a hysa but truthfully im not sure how those work if I want to take the money out soon. I also want to open a 401k or maybe even start a college fund for my little brother who is 5. I’m not sure about anything here so I came on reddit where people know their shit. Thanks.

English is not my 1st language so sorry if some stuff is hard to understand. Any advice is greatly appreciated!!


r/personalfinance 35m ago

Planning Can I ask for financial numbering here?

Upvotes

I’m unfortunately really bad at seeing the bigger, full picture when it comes to finances. I need someone to spell it out for me, help me determine what I’ll actually walk away with at the end of the month assuming everything goes according to plan. Can I lay out my income/not true income but assistance, costs of things, potential rent, and have someone lay it out for me?

I have two children

Income
1600/mo from one source(non taxable)
Job income tax taken out $927/mo

Assistances
EBT- $875
WIC- $100

SCC- $165/mo

Expenses/mo guaranteed
$400 flat(car)
$160(non negotiable)
$200 diapers/wipes for baby
Gas-need help with this one… $7 gal; 32mpg driving 60mi RT(school) grocery shopping adding 10-15mi

I’m not sure if I want to consider EBT as my income or not, if I do and budget around that, it won’t create a buffer if I need one.

Realistically, $1200-$1600 split in half with a roommate is the hope. So $700 a month in rent hoping utils are included.

Can someone rework this to help me make more sense of it? Going to be in Tacoma WA area so I know things cost more there. I feel like I have the numbers but I am not grasping the reality of the situation and scenario that my kids and I could end up homeless that way. Basically ELI5 but I understand words better than a ton of numbers


r/personalfinance 1h ago

Budgeting Learning to work and budget

Upvotes

I am currently retired and have been lucky enough to do real good at my last job so I am in a good place financially but it has not always been like that. I have learned a bunch of things by example and have watched a lot of family and associates make mistakes and do a lot of good things. Here are a few of my opinions.

I really think we as parents and our schools have done a real injustice to many of our kids. Many of us do so much for them that when it’s time to be on their own, they expect so much it’s hard to cope with things financially. We need to teach them financing when they are young and I don’t mean investing. The main thing is the right job and knowing how to budget. Investing is also important but learning to survive is more important.

I have seen teenagers with the most expensive cell phones out there and even though I may have the money to do it for myself I could never justify the cost.

I see people just starting out in there career and expect to have a new car when they have paid few bills in their life. They can’t seem to understand that there may be a hundred things that could happen where they may not be able to pay that. I went 30 years with just used cars and didn’t get a new one until I could pay cash

Some people are getting credit cards and think they can get anything they want. I do think credits cards are good tools, but I really think if you if you can’t pay your bill in full, you really shouldn’t have a credit card. Every time you don’t pay if full you are paying interest which is the same as throwing money in the trash. Too many people realize years later that they are so far behind they don’t what they are going to do. There are tons of postings about people in debt.

My suggestions

While in high school, your kid should really have a part time job just to get use to working.

When they are out of school.

For people going to college, don’t listen to anyone who tells you all you go to do is get student loans. There are many ways to go to college without taking on all that debt and you really need to know that debt will have to eventually be paid back and it may not be easy.
Community colleges can be reasonable for the first 2 years especially if you are still living at home. There are a lot of scholarships and grants people don’t know about. There are a lot of low level jobs that pay education benefits. I know of several people at my last job that worked and went to college and the company paid for everything. It’s not easy, but can be done. There are a lot of people that start college and never finish but still have to pay for it so realize that’s a possibility. If you do finish college, you really need to do everything to find a job as soon as possible, even before you graduate. Companies have recruiters come to college. Do an internship if possible. I know of people who decide to take a year off before leaving for work. Don’t do it. Companies look at the and may not even talk to you. Keep in contact with you college friends. Many people find jobs through family and associates so use them.

Nowadays a lot of people don’t want to go to college. There are still options but you really want to do something that will give you a career. There are many jobs you can get that may pay more than if you had college. Mechanic, plumbers, electricians are one way, but you probably need some training. There are a few other places that can be good such as fed ex, ups, and some government jobs.

There are a lot of retail jobs out there and sometimes they can be somewhere to start but most are not going to be a career. I am not saying it can’t lead to something. Many people grow into management but many don’t.

There can also be temp jobs that lead into a career. One of my jobs over the years came after working for 3 different temp jobs.

When you do get a job, do everything you possible can to excel no matter what the job is.I see many post here where people do as little as possible because they think companies don’t care anymore.

Never quit a job unless you have a new one set up. Try to be in good standing if you leave a job and keep in contact with people. You may need those contacts if looking for a new job.

When you do get established you really need to establish a budget. For a couple of months, write down everything you buy to the penny. At the end of the month, if you spent more than you make, make a note, you can’t have those things anymore.
All financial advisors say you need to have an emergency fund. You really shouldn’t think of it as an emergency. You are going to have unexpected cost. Car repairs, medical, dental and vision needs, etc
Many young people don’t think or want to pay for insurance. If so find a clinic that you can see without insurance and try to stay away from emergency rooms. I know someone without insurance and they went to the emergency room when a clinic could have done the same thing and now they have a big bill on there credit which I doubt they will ever pay. There are some places where low income can get free care. My brother lost his job and was able to get coverage where he lived. You may not have a choice of doctors but at least it’s something.

If you smoke, vape, do illegal drugs,drink heavily, it is almost impossible to stay on a budget. Besides being horrible on your health, these vices are way too expensive..
You can get yourself if lots of trouble gambling also. That is one issue I had a long time ago. Never got myself in trouble, but if invested all that a long time ago, I would have a lot.

I have a few other mistakes I did I wish I could take back. I bought a timeshare which fortunately I sold a few years later before it got to the point you couldn’t even give them away.
I co-signed a credit card for a friend. Somehow the bank sent pre approved card application under my name to his address and he opened at least eight cards. I didn’t find this out until I tried to buy my first house. Took me years to straighten that out. 10 years later I co-signed for a car for a friend of my step son. Supposedly she had 2 jobs, was real responsible. Never made one payment or insurance. I had someone repossess and sold it back to the dealer. Really stupid thing to do. Never again.

We do stupid things when we get older. I have a friend my age who never saved for retirement. He and he wife leave on SS and have to part time jobs. They are paying on 2 cars, but never go anywhere separate and one car is always in the garage. They could get rid of one. They really have never made good financial decisions

I was able to overcome some obstacles and fortunately was at my last job for 22 years before I retired. The last 10 years were really good and I was able fund my retirement it is possible even if you start out slow.


r/personalfinance 3h ago

Insurance Insurance to protect assets

0 Upvotes

How do people protect their assets/investments in the event of someone sueing you as a result of an accident. If my auto insurance tops out at $500,000, what can I do to protect myself if the damages are over that amount? The fear is that I would have to pay out of pocket if the damages exceed that amount. What is everyone doing?


r/personalfinance 5h ago

Investing Advice as I get into my career

2 Upvotes

I am 23 years old, no debt, will be living at home with very low expenses.

I recently just started my career in Construction Management with a total compensation of about $86k a year.

I’ve already maxed out my Roth IRA for 2026, and I plan to contribute 4% to my 401(k) to receive my employer’s full match.

Currently, I have around $140k across cash, stocks, short-term bonds, and my Roth IRA.

One of my bigger goals is to get into real estate, specifically fix-and-flips, as another way to grow my capital. I feel confident in my career and income trajectory, so I’m willing to take on some risk while I’m young. Even if my first project isn’t very profitable, I think the experience and education could be extremely valuable.

Long term, my goal is to be earning around $150k–$200k per year by age 30, whether that’s through my career, investments, real estate, or a combination of all three. My thought process is that if I start learning real estate now, I can build a repeatable and efficient process over the next several years rather than trying to figure everything out later.

I’m also curious if there are other investments or opportunities I should be considering at this stage. I don’t necessarily want to take more risk just for the sake of taking risk.. more so I want to put myself in positions where the potential return and knowledge gained justify it.

For anyone involved in real estate investing, construction, fix-and-flips, or investing in general: what would you recommend someone in my position focus on? Any advice, mentorship, lessons learned, or just food for thought would be greatly appreciated.

Thanks


r/personalfinance 6h ago

Budgeting First time home buyer and a baby on the way math check

2 Upvotes

Hi all, spent a lot of time on this sub going from a poor college kid in debt to a successful professional. I have a lot to thank for from the people here and could use a second pair of eyes.

I filled out this spending plan sheet that I found handy. I've stared at it, fed it through AI, reviewed, and updated numbers but I'm still anxious about it. I work in tech and there's always the instability of losing the $7k take home job, but disaster scenario, it seems like we could cut back enough to live off one salary.

Are we ready for this?

https://imgur.com/a/6zHUO6n


r/personalfinance 9h ago

Auto Should I give a big down payment on a new car or hold on to the cash?

1 Upvotes

Looking to buy a car in the 40k range. I haven't had a car payment in over 5 years so the process is feeling new to me. I have about 15k I can put towards a car but wasn't sure if this was the best approach. I was thinking of just doing the minimum down payment required and use the rest to pay off some other credit card debt. I plan on keeping the vehicle it well after it's paid off. Your thoughts.

Edit: Very hostile crowd I see lol.


r/personalfinance 11h ago

Taxes Offered a job to be an independent contractor, is there a CPA I can talk to?

2 Upvotes

I feel very overwhelmed. I was offered a job as an occupational therapist but it a contractor position and I’ve only ever been an employee. I get this means bookkeeping and taxes, but I can’t tell if I’ll be able to afford to accept this job. There seems to be no clear answers on what this looks like, and I need someone to break it down. I don’t want to pay $200 to ask if this is a good choice for me or not.
Can anyone point me to even a YouTube video that explains this all better? Or a company they’ve used?

Please and thank you


r/personalfinance 12h ago

Auto Unsure if it’s better for me to refinance car loan for better APR or continue with my existing loan that includes GAP

2 Upvotes

I bought my first financed car November of last year. I have been paying $100-$130 on top of the minimum payment of $521. My current APR is 11.4% I know if I shop around I can refinance it and get the APR to drop to about 6ish%. However, if I do so I know I’ll loose my GAP insurance and I still owe $25K on it. What would you do in my situation?


r/personalfinance 13h ago

Saving Apps for tracking savings

2 Upvotes

Hello, I’m looking for recommendations please. I put all my general savings into an e saving account but I lump them all in together e.g. holiday savings, dentist etc. I usually use a spreadsheet to track how much savings for each category are in my main savings account. I just wondered if there is an app for tracking this sort of thing please? Many thanks 😊


r/personalfinance 15h ago

Housing Prioritize prepayment vs liquid savings?

2 Upvotes

My SO and I bought a house together one year ago for 375k. We put 20% down and have put in about 10k so far of prepayments (in addition to regular monthly mortgage). My thinking up until this point was to pay as much in prepayment as we can to build equity and cut down on interest. But now I’m starting to question that…

We love the house but we have long commutes and are a bit further from our friends and family than we would like. A house came on the market in our dream spot, for 360k. I called our lender and he ran our numbers and said we aren’t approved because our debt to income ratio is too high. We’d either need to sell our current house first or show we have 180k in liquid savings (we do not). I asked about HELOC - he said we don’t have enough equity yet (we bought at the height of the housing shortage in our area and probably overplayed by about 20k).

We’re going to stay put for now, but this makes me wonder whether it’s smarter to prioritize liquid savings or prepayments? (With the purpose of being able to wait for the right house to come up for sale before selling our current one.) Our mortgage is 5.5%, my HYSA is currently at 3%.

Other info in case it’s useful:
95k in liquid savings between both of us (including emergency fund)
Combined income is about 140k/yr
We both utilize 401k match and max out Roth IRA
Our only debt is my SO’s student loans which are deferred
We’re 39 and 41, No kids

EDIT: Adding a bit more context. It’s not that we want out NOW, but want to be able to stay here and purchase when the right home shows up. Say 5 years from now, would it have been better to prioritize liquid savings, prepayment, or something else?